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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
651
Princeton Global Asset Management
New Jersey
$5.92K – – –
HFS
652
Hughes Financial Services
Virginia
$5.67K – – –
AIM
653
Anchor Investment Management
South Carolina
$5.49K +$5.08K +51 New
SGK
654
Steigerwald Gordon & Koch
Virginia
$5.39K +$4.99K +50 New
SWP
655
Strategic Wealth Partners
Ohio
$4.74K – – –
SHIM
656
Stone House Investment Management
Pennsylvania
$4.31K +$3.99K +40 New
GTAM
657
Global Trust Asset Management
Florida
$4.09K +$3.79K +38 New
KFI
658
Key Financial Inc
Pennsylvania
$4.01K – – –
CCM
659
Cloud Capital Management
Washington
$4K +$4.29K +43 New
RWS
660
Retirement Wealth Solutions
Wisconsin
$3.77K +$3.49K +35 New
S
661
Sachetta
Massachusetts
$3.56K – – –
ECM
662
Estabrook Capital Management
New York
$3.23K – – –
AW
663
Avion Wealth
Texas
$3K +$399 +4 +13%
CT
664
Clearstead Trust
Maine
$2.8K +$2.59K +26 New
HHGA
665
Halbert Hargrove Global Advisors
California
$2.8K +$2.59K +26 New
VWM
666
Vermillion Wealth Management
Minnesota
$2.8K +$2.59K +26 New
WWM
667
Wolff Wiese Magana
California
$2.69K – – –
TWD
668
True Wealth Design
Ohio
$2.69K +$399 +4 +19%
RF
669
Rossby Financial
Florida
$2.64K +$2.29K +23 New
BWL
670
Bogart Wealth LLC
Virginia
$2.58K -$13K -130 -84%
CH
671
Cromwell Holdings
Wyoming
$2.37K – – –
KG
672
Kilter Group
New York
$2.37K +$498 +5 +29%
SC
673
SouthState Corp
Florida
$1.94K – – –
SIC
674
SJS Investment Consulting
Ohio
$1.83K – – –
RWM
675
Rialto Wealth Management
New York
$1.83K +$299 +3 +21%
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